Summa Wealth Management is an independent financial advisory firm that operates on a fee-only basis, legally bound by a fiduciary standard to act in their clients' best interests. The firm specializes in creating personalized financial plans and managing investment portfolios for individuals, families, and business owners. Their core services encompass retirement planning, investment management, estate planning, tax strategies, and insurance analysis, aiming to provide a holistic approach to wealth management and financial well-being.

Founded in

United States